港股概念追踪 | 财政部明年继续大力提振消费，机构看好相关产业发展机遇(附概念股)

智通财经2025-12-29

12月27日至28日，全国财政工作会议在北京召开。财政部部长蓝佛安表示，明年财政将大力提振消费。深入实施提振消费专项行动，继续安排资金支持消费品以旧换新，调整优化补贴范围和标准。目前，消费已成为我国经济增长的重要引擎，拉动效应愈发凸显。2025年，通过更加积极的财政政策“组合拳”，保持财政支出强度，更大力度支持“两重”项目，加力扩围实施“两新”政策，供需两端激发消费潜力。中央财经大学绿色金融国际...

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Counterpoint Research最新发布的《全球AI消费支出预测(2024–2030)》报告，消费者在生成式AI领域的支出正加速重塑全球科技产业格局。预计全球生成式AI消费支出将从2023年的2250亿美元增长至2030年的6990亿美元，复合年增长率(CAGR)达21%。报告指出，无论是面向消费者的AI软件，还是其运行所需的硬件设备，未来几年内都将迎来快速增长。从细分领域来看，AI对话平台是增长最快的板块，个人助理型AI和内容生成工具同样有望实现显著扩张。到2030年，全球AI对话平台的月活跃用户数(MAUs)预计将突破50亿。华泰证券指出，随着提振消费专项行动继续深入，以及高质量供给增加，国内消费有望延续温和复苏态势，消费领域建议关注国货崛起、AI+消费、情绪消费、低估值高股息白马龙头等结构性机会。万联证券则表示，中国消费进入“消费分级”新阶段，表现为大众品追求性价比，同时对能提供情绪价值的创新产品和服务愿意支付溢价。在此背景下，潮玩市场快速扩容，行业集中度有望提升；黄金珠宝行业从渠道驱动转向产品与设计驱动；国货化妆品则凭借研发与营销优势持续崛起。相关产业迎来发展机遇，龙头企业有望受益。相关概念股中国中免(01880)：中国中免的核心业务之一就是为入境旅客提供免税购物服务，尤其是在其位于主要口岸城市(如上海、北京、广州)的市内免税店。如果政策后续能推出更便利的签证、退税措施，或放宽市内免税店的购物资格，将为其带来增量客群和销售额。小米(01810)：12月17日，小米人车家全生态合作伙伴大会顺利举办，MiMo团队负责人罗福莉完成了首秀演讲，发布MiMo-V2-Flash打模型。该模型优化推理成本与速度，并依托人车家全生态闭环加速AI物理世界落地，覆盖手机、IoT、汽车等多场景赋能。MiMo模型提供AI生态入口，商业闭环有望跑通。美的集团(00300)：花旗发布研报称，基于美的集团(00300)2025年前三季度的良好增长表现，预计美的2025年全年财务目标可达，即销售额同比增长约10%，且净利润率同比提升的目标可轻松达成。同时，美的仍是该行在中国消费板块中的首选买入股票之一。比亚迪股份(01211)：11月上，高盛发布研报称，预测比亚迪股份(01211,002594.SZ)2025至28年盈利的年均复合增长率达30%，海外利润贡献度将由2024年的21%升至2028年的60%；维持“买入”评级，H股目标价141港元，A股目标价144元人民币。泡泡玛特(09992)：11月上，华创证券发布研报称，维持泡泡玛特(09992)“强推”评级，根据25Q3经营表现，上调公司盈利预测，预计25-27年归母净利润为123.2/169.3/210.9亿元，对应目标价345.39港元。公司25Q3整体收入+245-250%，其中中国(含港澳台)收入+185-190%，海外+365-370%。业绩高增印证全球化扩张与IP生态协同的长期潜力，公司丰富的IP矩阵和多元化产品矩阵有望持续满足潮玩市场需求，看好公司IP全产业链运营能力。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"economic","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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